Retail Topics

Set Default Customer Type

How to Set a Default Customer Type

To speed up your checkout process, you can configure your point-of-sale (POS) system to automatically pre-select your most frequently used customer category. By using the Set Default Customer Type setting, the system will autofill the Customer Type (C-Type) field for every new order, saving your staff from having to select it manually each time.

Part 1: Configuring the Default Customer Type

Follow these steps to choose which customer category should be loaded by default.

  1. Navigate to your main Settings and open the POS Global Settings window.
  2. Scroll through the settings configuration until you locate the Set Default Customer Type field.
  3. Click the dropdown menu to view a list of all your created customer categories (for example: Express, Premium, Cash Customer, Membership 50%, etc.).

    *[Image: POS Global Settings window showing the Set Default Customer Type dropdown menu expanded]*
  4. Select the customer type you wish to set as the default (e.g., select Premium).
  5. Click the Save Settings button in the bottom right corner of the window to apply your new default setting.

Part 2: Viewing the Applied Default in the POS

Once saved, the system will immediately begin applying this default to your order screen.

  1. Return to your main POS dashboard where you take new orders.
  2. Look at the C-Type (Customer Type) field located in the top right corner of the screen.

    *[Image: Main POS dashboard showing the C-Type field in the top right corner automatically populated with the chosen default type]*
  3. You will notice that the field is already populated with your chosen default (e.g., Premium).
  4. If you ever wish to change the system-wide default again, simply return to the Global Settings, choose a different category from the dropdown (e.g., switch it to Express), and save. The POS screen will automatically update to reflect the new default choice.

Good to Know

Even though a default customer type is automatically selected for convenience, your staff can still manually click the C-Type dropdown on the POS screen and choose a different category for individual, one-off orders when necessary.

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